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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
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Own Your Practice
Letter to Clients
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Back Dated Performance Reports
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Back Dated Performance Reports
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TAV Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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3 Toxic Stocks to Sell Before They Plunge to New Lows
July 09, 2024
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NIO
PTON
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Toyota Has Finally Hit The Accelerator On Its EV Journey
July 08, 2024
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July 08, 2024
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MORF
NIO
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NIO Stock Alert: Nio Announces a CFO Shake-Up
July 08, 2024
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Chinese EV Makers Pivot To Africa Amid EU And US Tariff Hurdles
July 08, 2024
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NEWS
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BYDDF
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From
Benzinga
Nio Stock Gets a D Grade: Why Investors Should Steer Clear in H2
July 08, 2024
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TSLA
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July 08, 2024
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Tesla And Reddit Were Among 12 Large Cap Stocks With Strongest Performance In The Last Week (June 30-July 6): Details
July 07, 2024
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FFIE
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July 05, 2024
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July 05, 2024
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LCID Stock Closes Up 7% in Anticipation of Lucid Motors Q2 Deliveries
July 03, 2024
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NIO Stock Continues to Climb on Record Q2 Deliveries
July 03, 2024
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NIO
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July 03, 2024
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CHPT
NIO
NKLA
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July 03, 2024
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July 02, 2024
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LI
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July 02, 2024
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NIO
TSLA
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NIO
BYDDY
Market News
From
InvestorPlace
Nio, XPeng And Li Auto Lifted The EV Market's Spirits With Their June Deliveries
July 02, 2024
Tickers
LI
NIO
TSLA
XPEV
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contributors
NIO
From
Benzinga
Tesla Rival BYD's EV Sales Jump 21% In Q2: Details
July 02, 2024
Tickers
BYDDY
NEWS
NIO
TSLA
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The 3 Smartest EV Charging Stocks to Buy With $1K Right Now
July 02, 2024
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FORD
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Tags
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NYSE:CHPT,NASDAQ:RIVN,NYSE:GM,NASDAQ:FORD,OTCMKTS:VWAGY,NASDAQ:TSLA,NYSE:NIO
From
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